HomeMy WebLinkAbout2022-11-16 - Board of Directors Meeting Minutes2.
3.
MINUTES OF THE
YORBA LINDA WATER DISTRICT
BOARD OF DIRECTORS REGULAR MEETING
Wednesday, November 16,2022,6:30 p.m.
1717 E Miraloma Ave, Placentia CA 92870
PARTICIPATION INSTRUCTIONS
Were included on the agenda.
CALL TO ORDER
The meeting was called to order at 6:30 p.m.
PLEDGE OF ALLEGIANCE
Vice President Jones led the pledge.
4. ROLL CALL
5.
DIRECTORS PRESENT
J. Wayne Miller, PhD, President
Brooke Jones, Vice President
Trudi DesRoches
Phil Hawkins
Tom Lindsey
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STAFF PRESENT
Mark Toy, General Manager
Doug Davert, Assistant General Manager
John DeCriscio, Operations Manager
Delia Lugo, Finance Manager
Rosanne Weston, Engineering Manager
Alison Martin, Public Affairs Manager
Annie Alexander, Board Secretary
ALSO PRESENT
Andrew Gagen, General Counsel, Kidman Gagen Law LLP
ADDITIONS/ DELETIONS TO THE AGENDA
President Miller recognized the recent passing of Director Hawkins' father, Hon.
Phillip D. Hawkins, Sr., and noted that this meeting would be conducted in his special
memory. A moment of silence for Hon. Hawkins, Sr. was then taken.
General Manager Toy expressed his sincere condolences to Director Hawkins and
his family. Mr. Toy then noted the addition of a flow chart (Exhibit B) for Item No. 9.1.
to illustrate the sequence of events set forth in the encroachments policy. He also
noted the addition of a new section in the policy (4.5.) to reference the flow chart.
Copies of the revised policy including the flow chart were distributed to the Board
and made available to the public. Mr. Toy also requested to defer Item No. 13.1 to
the next regular Board meeting due to technical issues with the A/V system.
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6. INTRODUCTIONS AND PRESENTATIONS
6.1. Elected Official Liaison Reports
None.
6.2. Federal and State Legislative Update
Staff referenced the report included in the agenda packet for which there
were no questions or comments.
7. PUBLIC COMMENTS
Al Nederhood, resident, commented on the content of a political campaign mailer
associated with the recent election.
8. CONSENT CALENDAR
Vice President Jones requested to remove Item No. 8.10., Directors Lindsey and
DesRoches requested to remove Item No. 8.8., and President Miller requested to
remove Item No. 8.7. from the Consent Calendar for separate action.
Director Hawkins made a motion, seconded by Director DesRoches, to approve the
remainder of the Consent Calendar. Motion carried 5-0-0-0 on a roll call vote.
8.1. Minutes of the Board of Directors Meeting Held October 24, 2022
Recommendation: That the Board of Directors approve the minutes as
presented.
8.2. Reauthorizing Continuation of Virtual/Teleconference Board Meetings
Recommendation: That the Board of Directors reauthorize the continuation
of virtual/teleconference meetings pursuant to AB 361 for an additional 30
days based on the findings that (1) the Board has considered the
circumstances of the state of emergency for COVID-19, and that (2) state
and local officials continue to impose or recommend measures to promote
social distancing.
8.3. Legislative Platform for Calendar Year 2023
Recommendation: That the Board of Directors approve the proposed
legislative platform for calendar year 2023.
Minutes of the YLWD Board of Directors Regular Meeting Held November 16, 2022 at 6:30 p.m.
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8.4. Status of Communications Activities
Recommendation: That the Board of Directors receive and file the monthly
communications activities report.
8.5. Payments of Bills, Refunds, and Wire Transfers
Recommendation: That the Board of Directors ratify and authorize
disbursements in the amount of $1,851,711.12.
8.6. Unaudited Financial Statements for First Quarter of Fiscal Year 2022-23
Recommendation: That the Board of Directors receive and file the Unaudited
Financial Statements for the First Quarter of Fiscal Year 2022-23.
8.9. Agreement with City of Placentia for Valve Box and Manhole Adjustment for
Fiscal Year 2022-23
Recommendation: That the Board of Directors authorize the General
Manager to execute an agreement with the City of Placentia to adjust
District manhole and valve boxes impacted by the City's paving projects,
subject to legal review by General Counsel.
8.11. Terms and Conditions for Water and Sewer Service with the Corporation of
the Presiding Bishop of the Church of Jesus Christ of Latter -Day Saints for 17142
Bastanchury Road
Recommendation: That the Board of Directors approve the Terms and
Conditions for Water and Sewer Service with the Corporation of the Presiding
Bishop of the Church of Jesus Christ of Latter -Day Saints for 17142 Bastanchury
Road.
ITEMS REMOVED FROM THE CONSENT CALENDAR FOR SEPARATE ACTION
President Miller commented on the District's investment profile as related to Item No.
8.7. and current yields and flexibility of treasury bonds versus CDs. He noted that
staff will be preparing associated investment options for the Board's consideration
at a future meeting.
Directors Lindsey, Hawkins, and DesRoches commended staff for the thorough and
detailed report associated with Item No. 8.8. Director DesRoches requested staff
include the budgeted amounts for each project in this report for comparison with
the expenditures.
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General Counsel Gagen and staff responded to questions from Vice President
Jones regarding provisions to protect against potential liability contained in the
documents being considered for Item Nos. 8.8. and 8.10.
Director Lindsey made a motion, seconded by Director Hawkins, to approve Item
Nos. 8.7., 8.8., and 8.10. Motion carried 5-0-0-0 on a roll call vote.
8.7. Cash and Investment Report for the Period Ending September 30, 2022
Recommendation: That the Board of Directors receive and file the Cash and
Investment Report for the Period Ending September 30, 2022.
8.8. Capital Improvement Plan (CIP) Progress Report for First Quarter of Fiscal Year
2022-23
Recommendation: That the Board of Directors receive and file the Capital
Improvement Plan Progress Report for First Quarter of Fiscal Year 2022-23.
8.10. Declaration of Restrictive Covenants with Michael Major and Kimberly Major
of 4179 Pepper Avenue, Yorba Linda
Recommendation: That the Board of Directors authorize the Board President
and General Manager to execute a Declaration of Restrictive Covenants
with Michael Major and Kimberley Major of 4179 Pepper Avenue, Yorba
Linda.
9. ACTION CALENDAR
9.1. Adoption of Encroachments Policy
General Counsel Gagen reviewed revisions made to the proposed policy
based on discussion during the last Board meeting. Staff then reviewed the
new flowchart identified as Exhibit B and responded to related questions from
the Board. Staff also noted that the Declaration of Restrictive Covenants
included as Exhibit A was a template and will be amended as needed to
address individual situations. Pres. Miller noted that this policy had been
drafted at the request of the Board. Director Lindsey requested the final
policy be shared with City agencies for which the District provides
water/sewer services and brought back for Board review in a year's time.
Discussion followed regarding provisions in the policy as compared to similar,
but potentially contradictive provisions in Exhibit A, provisions for protection
against potential liability, starting the communications log earlier in the
process, and using certified mail to contact the property owner.
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Director Lindsey made a motion, seconded by Director DesRoches, to adopt
Resolution No. 2022 -XX adopting, in its substantial form, an Encroachments
Policy, with the following instructions and requested amendments:
■ Bring the finalized policy back to the Board for review in a year's time.
■ Amend provisions contained in the Declaration of Restrictive
Covenants template (Exhibit A) to eliminate contradictions with the
policy.
■ Amend the policy and flowchart to require at least two different
methods for contacting the property owner.
■ Amend the flowchart to start the communications log immediately
before contacting a City agency.
Motion carried 5-0-0-0 on a roll call vote.
9.2. Association of California Water Agencies (ACWA) Proposed Amended and
Restated Bylaws
Al Nederhood, resident, commented on the role of ACWA and the proposed
amendments to the association's bylaws. He also commented on content
contained in a political campaign flyer related to the location of previous
ACWA conferences.
President Miller explained that he would not be present at ACWA's General
Membership Meeting during which the vote was to take place and
suggested designating the General Manager and Assistant General
Manager as delegate and alternate delegate respectively, to vote on the
District's behalf.
Director Miller made a motion, seconded by Director Jones, to designate
General Manager Mark Toy as delegate and Assistant General Manager
Doug Davert as alternate delegate to vote on the District's behalf during the
upcoming ACWA General Session Membership Meeting(s). Motion carried
5-0-0-0 on a roll call vote.
10. REPORTS, INFORMATION ITEMS, AND COMMENTS
10.1. Director's Reports
Director Hawkins reported on positive feedback he had received on General
Manager Toy's presentation at a recent Yorba Linda Chamber of Commerce
meeting.
Director Lindsey reported on topics discussed during the virtual State of OC
Sanitation event.
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Director DesRoches reported topics covered during the City of Yorba Linda's
recent Council meeting including local crime statistics.
Director Lindsey noted that a new fire chief had been appointed for the City
of Yorba Linda and encouraged staff to get in touch.
10.2. General Manager's Report
General Manager Toy referenced his report in the agenda packet and
commented on his recent speaking engagements. He also briefed the
Board on the status of the MOU with MWDSC for the helicopter hydrant.
President Miller commended Engineering and Production staff for their
assistance with a recent tour of the PFAS Treatment Plant for engineering
students at UC Riverside.
10.3. General Counsel's Report
None.
10.4. Future Agenda Items and Staff Tasks
President Miller asked if the Board was in agreement to have staff prepare
alternative investment strategies for consideration at a future meeting. The
Board concurred with no objections.
11. COMMITTEE REPORTS
11.1. Interagency Committee with MWDOC and OCWD
(Miller / DesRoches) - Next meeting will be scheduled when needed.
11.2. Joint Agency Committee with City of Yorba Linda
(Miller / Lindsey) - Minutes for meeting held Monday, November 7, 2022 at
4:00 p.m. will be provided when available. Next meeting yet to be scheduled.
11.3. Joint Agency Committee with City of Placentia
(Jones / Lindsey) - Minutes for meeting held Tuesday, October 25, 2022 at
4:00 p.m. will be provided when available. Next meeting yet to be scheduled.
Director Lindsey and staff briefly reviewed topics discussed during the last
committee meeting with City of Placentia.
12. BOARD OF DIRECTORS ACTIVITY CALENDAR
12.1 Meetings from November 17 - December 31, 2022
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President Miller opened the floor to public comment before the Board entered
Closed Session. Director Lindsey introduced representatives for the Church of Jesus
Christ of Latter Day Saints who were in attendance.
13. CLOSED SESSION
The Board entered Closed Session at 7:57 p.m.
Item No. 13.1 was deferred to the next regular Board meeting.
13.2. Conference with Legal Counsel -Significant Exposure to Litigation
Pursuant to Paragraph (2) of Subdivision (d) of Section 54956.9 of the California
Government Code
Number of Potential Cases: Two
13.3. Conference with Legal Counsel - Initiation of Litigation
Pursuant to Paragraph (4) of Subdivision (d) of Section 54956.9 of the
California Government Code
Number of Potential Cases: Two
13.4. Conference with Legal Counsel - Existing Litigation
Pursuant to Paragraph (1) of Subdivision (d) of Section 54956.9 of the
California Government Code
Name of Case: YLWD v. Alex Winsberg (Orange County Superior Court -
Case No. 30-2022-01284814-CU-OR-CJC)
13.5. Public Employee Performance Evaluation
Pursuant to Section 54957 of the California Government Code
Title: General Manager
The Board returned to Open Session at 9:03 p.m.
14. REPORT FROM CLOSED SESSION
General Counsel Gagen announced that no reportable action was taken by the
Board of Directors during Closed Session.
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15. ADJOURNMENT
15.1. Director DesRoches made a motion, seconded by Director Jones, to adjourn
the meeting at 9:04 p.m. Motion passed 5-0-0-0 on a roll call vote.
Annie Alexander
Board Secretary
Minutes of the YLWD Board of Directors Regular Meeting Held November 16, 2022 at 6:30 p.m.